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Account Service Associate Jobs in Vermont (NOW HIRING)

Alera Group

Client Service Associate

Montpelier, VT · Hybrid

$43K - $55K/yr

We're seeking a Client Service Associate to support our Property & Casualty team in delivering ... This role works closely with Account Managers and plays a key part in day-to-day account servicing ...

Alera Group

Client Service Associate

Montpelier, VT · On-site

$43K - $55K/yr

We're seeking a Client Service Associate to support our Property & Casualty team in delivering ... This role works closely with Account Managers and plays a key part in day-to-day account servicing ...

Morgan Stanley

Service Associate

Colchester, VT · On-site

$65K - $76K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... of accounts and processes, ensuring compliance with firm policies and regulatory requirements ...

Morgan Stanley

Service Associate

Colchester, VT · On-site

$65K - $76K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... accounts and processes, ensuring compliance with firm policies and regulatory requirements • ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... Onboard and maintain client accounts, including collecting client information and required ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... Onboard and maintain client accounts, including collecting client information and required ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Enter profile information or pre-fill account documentation on client accounts and/or documents in ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Enter profile information or pre-fill account documentation on client accounts and/or documents in ...

Manchester Capital Management

Be Seen First

Operations Associate (Client Service Associate)

Manchester, VT · On-site

$45K - $55K/yr

Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate ... Prepare client account paperwork * Coordinate alternative investment subscription/redemption ...

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Account Service Associate information

What is the work of an account associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, resolving issues, and maintaining strong client relationships. They often use customer relationship management (CRM) tools and need good communication skills to ensure client satisfaction and retention.

What jobs pay 4000 a week without a degree?

An Account Service Associate typically does not earn $4,000 weekly without a degree, as this role usually offers moderate pay. However, some high-paying sales, real estate, or commission-based roles in industries like insurance or financial services can reach or exceed this level with experience and strong performance, often requiring sales skills and certifications rather than formal degrees.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance targets. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.
What cities in Vermont are hiring for Account Service Associate jobs? Cities in Vermont with the most Account Service Associate job openings:
Account Service Associate jobs near you
Client Service Associate

Client Service Associate

Alera Group

Montpelier, VT • Hybrid

$43K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Alera Group rating

8.0

Company rating: 8.0 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

147th of 281 rated insurance

Job description

OVERVIEW
At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Client Service Associate to support our Property & Casualty team in delivering accurate, timely, and high-quality service to clients.This role works closely with Account Managers and plays a key part in day-to-day account servicing, documentation, and operational support.
 
About Alera Group
Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, using a collaborative team approach to deliver exceptional results for clients across industries.
 
Why Alera Group
 
Make an Impact: Support clients and internal teams through timely, service-driven work.
Grow With Us: Alera Group invests in training, professional development, and longterm career paths.
The Collaborative Way: Team-focused environment built on accountability and communication.
National Strength. Local Heart: Resources of a national firm with a people-first approach.

RESPONSIBILITIES

Client Service Support

  • Assist Account Managers with client files, certificates, ID cards, and service materials
  • Respond to internal and client requests in a timely and professional manner
  • Support daily servicing needs to maintain strong client relationships

Operational Support

  • Maintain accurate documentation within internal systems
  • Process Motor Vehicle Reports (MVRs) and pre-employment screening requests
  • Assist with claims tracking and related reporting

Team & Office Support

  • Provide backup support for phones and front desk when needed
  • Participate in training and team development sessions

QUALIFICATIONS

Required

  • High School Diploma or GED
  • Strong attention to detail and ability to manage multiple tasks
  • Excellent communication and organizational skills
  • Reliable, accountable, and team-oriented

Preferred

  • Experience in customer service, administrative, or insurance-related roles
  • Familiarity with systems such as AMS360

ADDITIONAL INFORMATION

Compensation:
Salary range: $43,000 – $55,000 per year, based on experience.

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid (Eastern Time Zone preferred)
Open to remote candidates for the right fit, with the ability to support in-office needs during peak periods (e.g., large certificate processing cycles).

Professional Development – Alera Group Academy:At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

  • Role-specific learning paths
  • Leadership development programs
  • Technical and compliance training
  • Industry certifications and continuing education support
  • Peer learning and knowledge-sharing communities

Whether you’re looking to build foundational insurance knowledge or grow into an Account Manager role, we’re invested in your development.

Licensure & Certifications:

This position does not require an active license at time of hire.

  • Opportunity to pursue a Property & Casualty license over time
  • Support and resources available for licensing and continued education

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-DP1

#LI-Hybrid


Location Type
HybridQualifications:

Required

  • High School Diploma or GED
  • Strong attention to detail and ability to manage multiple tasks
  • Excellent communication and organizational skills
  • Reliable, accountable, and team-oriented

Preferred

  • Experience in customer service, administrative, or insurance-related roles
  • Familiarity with systems such as AMS360
Education:UNAVAILABLEEmployment Type: FULL_TIME

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